Ifa Work, Jobs in Bromsgrove, Eng (with Salaries)

IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
7d
Administrator (Maternity Cover)
planr financial planning ltd —Bromsgrove
- £25,500 - £29,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
3d
Regional Manager
CareTech Group —Coventry
- £50,000 - £55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Life insurance
Team Manager
CareTech Group —Coventry
- £50,000 - £55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Life insurance
13d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
9d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
5d
Financial Planning Office Manager/ Supervisor
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Business Development Manager
EBI Portfolios —Aldridge
- CRM software
- Sales
- Business development
- Annual leave

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Paraplanner
AFH Financial Group —Bromsgrove
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
Paraplanner
Perspective Financial Group —Droitwich
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

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IFA Administrator

RGH‑Global Limited
Bromsgrove

Apply Now

Job details

Permanent | Full-time
£26,000 - £30,000 a year

Benefits

Company pension
Private medical insurance

Qualifications

Pension
Microsoft Office
Certificate in Insurance

Full job description

Location: Bromsgrove (office based)

Salary: £26,000-£30,000 DOE

About the Role

An established and growing financial services firm in the West Midlands is seeking an IFA Administrator to join its expanding team. The business provides mass-market financial advice across pensions, investments, mortgages and insurance, with a strong focus on delivering clear, straightforward guidance that gives clients peace of mind.

The company is dynamic and forward-thinking, with a strong client-first culture and a supportive, values-driven working environment. Teamwork, integrity and respect sit at the heart of how the business operates. This is an excellent opportunity for an experienced IFA Administrator to join a high-performing team and play a key role in supporting advisers to deliver an outstanding client experience.

The firm is an equal opportunities employer and is committed to building a diverse and inclusive workforce. All applications are considered fairly and without discrimination.

This is a varied role covering a wide range of administrative and technical responsibilities, offering strong development opportunities within a professional financial planning environment.

Key Responsibilities

Working closely with advisers to manage the full new business process from start to completion
Handling day-to-day client and provider enquiries
Obtaining relevant information from providers
Making outbound and receiving inbound telephone calls
Preparing for client meetings, including quote requests, valuations and appropriate literature
Preparing and submitting applications and supporting documentation to product providers
Chasing providers through to case completion and resolving any issues that arise
Inputting new business proposals into the back-office system in line with internal procedures
Ensuring records are fully updated to support accurate management information reporting
Ensuring all cases are compliant with internal procedures and industry regulations
Processing fund switches and withdrawals in line with client instructions
Report writing

The Ideal Candidate

You will be:

Self-motivated and highly organised
Client-focused and professional
Proactive, positive and an excellent communicator with a strong telephone manner
Strong at building rapport
Confident using IT systems, particularly Microsoft Office
Detail-oriented, with a high level of accuracy
Comfortable multitasking and working to deadlines with minimal supervision
Keen to work within a high-achieving, committed team
Discreet and highly protective of confidential client data

Experience & Qualifications:

Minimum 2 years administration experience within an IFA environment (desirable)
Good knowledge of pensions and investments (desirable)
CII Financial Services exam passes or working towards qualifications (desirable)

Package

Salary: £26,000 – £30,000 per annum (dependent on experience and qualifications)
Quarterly bonus scheme (subject to probation and performance)
Company pension
Private medical insurance (post-probation)
Cash plan (post-probation)
Full exam support (exams funded, bonuses on completion, 1-1 coaching from experienced team)

Apply Now

Refine Your Search

ifa jobs in bromsgrove, eng

IFA Administrator

Paraplanner

Paraplanning Manager

Administrator (Maternity Cover)

Regional Manager

Team Manager

Senior IFA Administrator

Financial Administrator

Paraplanner

Financial Planning Office Manager/ Supervisor

Business Development Manager

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